After a year of dramatic recovery, our Leader’s in mining investment panel discussed what will shape the world of natural resources and where they see value within the sector. We hear about several themes driving returns in the metals and mining space, chiefly looking at how the energy crisis and sanctions on Russia and war in the Ukraine has upended an already hot commodity market. We learn how inflation and the move from growth to value is boosting are real assets and in turn mining equities for generalists and large endowment funds.
Finally the panel shares views on how they find value in a volatile sector with significant risks inherent.
Panellists:
Caroline Donally, Managing Partner, Sprott Resource Streaming & Royalty
Carl Tricoli, Founding Partner, Denham Capital
Kevin Smith, CEO, Crescat
Jose Martinez, CIO, Rimac Segurios
Mining investment news, insights, and company profiles
Mining Investment Leaders: Analysing the True Impacts of Megatrends on Metals and Mining Investing
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